Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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SINO-ASEAN Strategy: Is There No Stopping This Bull Run? - Part III
Our Global Reflation Pulse Check indicates that global reflation trade is alive and well. Our conviction on global reflation trade sans...
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Impact of KOSPI200 Inclusion on Netmarble Games
KRX officially announced that Netmarble Games Corporation (251270 KS) would be the latest addition to KOSPI200 in this upcoming regular reshuffle...
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NetEase: A Closer Look at the Game Pipeline.
NetEase updated its online game pipeline at its Game Enthusiasts Day in May. There were 17 new mobile games and 3 new PC titles (including...
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Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
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